Filed March 29, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,849 | $178,759+24.1% | $102,438+116.6% | $106,408+108.5% |
| Participation rate | 97.4% | 91.3%+6.1pp | 76.5%+20.9pp | 69.9%+27.5pp |
| Annual return | 15.18% | 17.23%-2.0pp | 29.37%-14.2pp | 17.37%-2.2pp |
| Employer contribution / active EE | $10 | $5,750-99.8% | $3,024-99.7% | $3,361-99.7% |
| Participant deferral / active EE | $12,793 | $9,466+35.1% | $5,054+153.1% | $5,567+129.8% |
| Admin fee / account holder | $49 | $62-20.5% | $9,448-99.5% | $79-37.6% |